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Active investing

This Month

While a wash of green on market screens may tempt investors to jump in, analysts are warning against irrational exuberance.

Time to go back to the basics and buy stocks like these

We, like almost every other investor on the planet, underestimated Trump’s resolve to reshape global trade and just how far he appears willing to go to do this.

ASX chief executive Helen Lofthouse joined the sharemarket operator in 2022.

ASX is facing a perfect storm. What’s it going to take to fix things?

The operator of the nation’s market infrastructure finds itself in a farcical and unacceptable position. Hopefully, it can heed the messages being blasted through.

Phil King is not expecting a bear market.

Three fundies, three very different ways to play the sharemarket

From Regal’s Phil King, who says stocks are nearing their bottom, to Airlie’s Emma Fisher, buying US-exposed equities, here are what top investors are doing.

Markets across the globe tumbled as investors digested the impact of Trump’s tariffs.

Market rout hits $97b and investors fear there are billions more to go

Brokers and fund managers said the Trump administration’s tariffs were threatening to turn into a full-blown economic crisis as global markets plunged.

For a second year in a row, active managers in Australian fixed-income investments outperformed the passive benchmark in 2024.

Passive investors are smashing active ones – except in one key area

One of the fastest-growing asset classes in Australia is also a rare happy place for active managers. We explain why.

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March

There are nine types of investor. Which are you?

This 5-minute test promises to make you a better investor

It’s never been easier to get a “money personality” assessment that offers to unlock your personal investing secrets. But is there any science to it?

Fund managers have turned bearish on oil as the outlook for the commodity price worsens.

Fundies pull money from oil with prices tipped to sink

Bullish bets on oil have been dialled back as the outlook for the commodity worsens under Donald Trump’s push for cheaper energy.

From left, Vihari Ross of Antipodes, Emma Fisher of Airlie and Julia Weng of Paradice.

13 stock picks from top female fundies (and how to trade Trump)

It’s not a comfortable time to invest as the US president shocks markets daily. But for investors who can be selective, there may be bargains.

Jun Bei Liu says the markets focus has now shifted.

Time to shake up equities after a ‘head scratcher’ earnings season

The sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12.

February

Tim Zhao is portfolio manager of Lazard’s Australian equity strategies.

Why Lazard is tipping a turnaround in these ASX fast food stocks

Tim Zhao says the latest banks sell-off could be the start of a correction and expects struggling quick service restaurant operators to reverse their fortunes.

Wall Street’s losing streak is suddenly looking worrying, but on the other side of the world something very different is happening.

The biggest pain trade isn’t the magnificent seven correction

While sentiment around the all-conquering US sharemarket appears to be shifting, gains in another big market have investors feeling uncomfortable.

Bell Potter is most bullish on residential developers due to their higher leverage to rate cuts.

These ASX laggards should benefit from RBA rate cuts

While lower borrowing costs have already been factored into some parts of the sharemarket, other areas are primed for a rally, says Bell Potter.

UBS Wealth’s Min Lan Tan believes the emergence of DeepSeek is positive for the global AI sector.

This $6.5 trillion investor is looking beyond Australian stocks

UBS, the world’s largest wealth manager, is instead betting on China and the blistering technology rally that it says has much further to run.

How to build a portfolio using just three ETFs

It is possible to create a simple yet powerful portfolio with a handful of low-cost, exchange-traded funds.

ASX companies must beat expectations or risk a sell-off, Bell Potter warns.

The ASX stocks to buy and avoid this reporting season

Bell Potter warned that bank and technology shares are vulnerable to a sell-off. Instead, there are bargains to be found in healthcare and utilities.

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Chris Mackay’s MFF is backing Montaka, which has taken stakes in Blackstone and KKR.

Is investing in a PE fund manager smarter than investing in a PE fund?

Private equity may have an image problem. But public market investors still like what they see – exposure to a lucrative and growing area of finance.

Platypus’ Stephen Butel.

Why Platypus got out of BHP but kept Rio Tinto

Portfolio manager Stephen Butel explains why he’s weary of the mining giant and names two ASX-stocks that are flying beneath the market’s radar.

“I’ve gotten to know successive CEOs at Challenger, so there’s a level of corporate familiarity with those guys,” Margolin says.

Ex-L1 fundie catches big fish with rival long-short strategy

Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.

January

Ox Capital founder Joseph Lai.

Don’t rubbish DeepSeek hype so quickly, say top Asia fundies

Could US rules limiting high-end chip sales to China have fuelled the development of superior AI? Investors say the Chinese start-up should be closely watched.

Portfolio manager Jun Bei Liu and ex Commonwealth Bank Private CIO Jason Todd have launched a new fund together.

Jun Bei Liu ready to open doors of new start-up

The star stockpicker and her co-founder, Jason Todd, have struck out on their own with new investment firm TenCap.

Original URL: https://www.afr.com/topic/active-investing-1n5t